Current Market Value 394,366,837
Current Holdings 210
Most Recent File Date 2025-08-12
Total Filings on Record 28
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Wealthbridge Capital Management, Llc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-12 2025-06-30 13F-HR 210 394,367
2025-04-25 2025-03-31 13F-HR 201 353,917
2025-02-03 2024-12-31 13F-HR 200 360,000
2024-10-07 2024-09-30 13F-HR 210 350,052
2024-08-02 2024-06-30 13F-HR 187 303,978
2024-04-30 2024-03-31 13F-HR 192 296,943
2024-02-12 2023-12-31 13F-HR 182 266,855
2023-11-08 2023-09-30 13F-HR 177 242,260
2023-08-01 2023-06-30 13F-HR 182 250,159
2023-05-11 2023-03-31 13F-HR 190 251,018
2023-01-31 2022-12-31 13F-HR 196 239,338
2022-11-14 2022-09-30 13F-HR 197 234,424
2022-08-12 2022-06-30 13F-HR 197 234,424
2022-04-15 2022-03-31 13F-HR 186 267,459
2022-02-11 2021-12-31 13F-HR 167 267,931
2021-11-12 2021-09-30 13F-HR 168 267,801
2021-08-16 2021-06-30 13F-HR 163 274,873
2021-05-17 2021-03-31 13F-HR 157 245,418
2021-02-12 2020-12-31 13F-HR 147 228,450
2020-11-13 2020-09-30 13F-HR 131 194,948
2020-08-14 2020-06-30 13F-HR/A 1 R 118 176,485
2020-08-14 2020-06-30 13F-HR 111 143,494
2020-05-15 2020-03-31 13F-HR 116 143,999
2020-02-12 2019-12-31 13F-HR 126 154,447
2019-11-14 2019-09-30 13F-HR 123 138,896
2019-08-13 2019-06-30 13F-HR 111 109,525
2019-05-15 2019-03-31 13F-HR 1012 157,308
2019-02-14 2018-12-31 13F-HR 998 131,540